Eagle Capital Management as of March 31, 2026
Portfolio Holdings for Eagle Capital Management
Eagle Capital Management holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ConocoPhillips (COP) | 8.4 | $2.5B | 19M | 132.00 | |
| Amazon (AMZN) | 8.2 | $2.4B | 12M | 208.27 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.5 | $1.6B | 4.9M | 337.95 | |
| UnitedHealth (UNH) | 5.3 | $1.6B | 5.9M | 270.59 | |
| Microsoft Corporation (MSFT) | 5.0 | $1.5B | 4.0M | 370.17 | |
| MercadoLibre (MELI) | 4.6 | $1.4B | 786k | 1729.02 | |
| Sap Se Spon Adr (SAP) | 4.5 | $1.3B | 7.8M | 171.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $1.3B | 4.6M | 286.86 | |
| Danaher Corporation (DHR) | 4.2 | $1.2B | 6.6M | 189.60 | |
| Capital One Financial (COF) | 4.0 | $1.2B | 6.6M | 182.43 | |
| Workday Cl A (WDAY) | 3.8 | $1.1B | 8.7M | 129.92 | |
| Comcast Corp Cl A (CMCSA) | 3.6 | $1.1B | 38M | 28.71 | |
| Intuit (INTU) | 3.4 | $1.0B | 2.3M | 432.38 | |
| Aercap Holdings Nv SHS (AER) | 3.4 | $1.0B | 7.3M | 137.18 | |
| Lennar Corp Cl A (LEN) | 3.2 | $945M | 11M | 86.84 | |
| Alcoa (AA) | 3.1 | $935M | 14M | 66.33 | |
| Woodward Governor Company (WWD) | 3.0 | $882M | 2.5M | 357.92 | |
| Meta Platforms Cl A (META) | 2.5 | $753M | 1.3M | 572.13 | |
| S&p Global (SPGI) | 2.0 | $606M | 1.4M | 425.34 | |
| Arthur J. Gallagher & Co. (AJG) | 1.9 | $577M | 2.7M | 216.58 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.9 | $573M | 433k | 1320.83 | |
| Lauder Estee Cos Cl A (EL) | 1.9 | $569M | 7.9M | 71.77 | |
| Humana (HUM) | 1.7 | $515M | 3.0M | 173.39 | |
| Netflix (NFLX) | 1.7 | $514M | 5.4M | 96.15 | |
| Shell Spon Ads (SHEL) | 1.7 | $494M | 5.3M | 93.00 | |
| Anthem (ELV) | 1.5 | $453M | 1.5M | 292.75 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.1 | $337M | 6.7M | 50.30 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $312M | 625k | 499.66 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $276M | 958k | 287.56 | |
| EQT Corporation (EQT) | 0.8 | $233M | 3.7M | 63.64 | |
| Aon Shs Cl A (AON) | 0.5 | $150M | 463k | 322.78 | |
| Ptc (PTC) | 0.3 | $104M | 732k | 142.49 | |
| Charter Communications Cl A (CHTR) | 0.1 | $32M | 150k | 215.88 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $24M | 51k | 479.20 | |
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $24M | 263k | 91.64 | |
| Ge Vernova (GEV) | 0.1 | $21M | 24k | 872.90 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $18M | 28k | 650.33 | |
| Pulte (PHM) | 0.1 | $18M | 155k | 117.61 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $14M | 271k | 50.22 | |
| Morgan Stanley Com New (MS) | 0.0 | $13M | 80k | 164.57 | |
| Ge Aerospace Com New (GE) | 0.0 | $12M | 41k | 283.77 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $11M | 37k | 304.08 | |
| Vulcan Materials Company (VMC) | 0.0 | $11M | 42k | 272.30 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $8.2M | 124k | 66.28 | |
| Wells Fargo & Company (WFC) | 0.0 | $6.9M | 87k | 79.61 | |
| Marriott Intl Cl A (MAR) | 0.0 | $6.2M | 19k | 327.07 | |
| Ecolab (ECL) | 0.0 | $6.0M | 22k | 266.02 | |
| Goldman Sachs (GS) | 0.0 | $5.9M | 7.0k | 845.99 | |
| Citigroup Com New (C) | 0.0 | $4.7M | 41k | 113.41 | |
| Oracle Corporation (ORCL) | 0.0 | $2.9M | 20k | 147.11 | |
| Echostar Corp Cl A (SATS) | 0.0 | $2.9M | 25k | 117.07 | |
| Travelers Companies (TRV) | 0.0 | $2.0M | 6.9k | 291.68 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.7M | 7.8k | 213.66 | |
| Visa Com Cl A (V) | 0.0 | $1.1M | 3.7k | 302.24 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $858k | 12k | 71.18 | |
| International Business Machines (IBM) | 0.0 | $655k | 2.7k | 242.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $455k | 762.00 | 597.30 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $354k | 4.4k | 80.56 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $326k | 1.1k | 294.16 | |
| Martin Marietta Materials (MLM) | 0.0 | $277k | 470.00 | 588.33 |
